Experimental Design Cheat Sheet

Randomization, blocking, factorial designs, power analysis, sample size determination, and the fundamentals of sound experimental methodology.

Last Updated: May 1, 2025

Core Principles

ItemDescription
RandomizationAssign subjects to conditions randomly — eliminates systematic bias
ReplicationMultiple subjects per condition — estimates experimental error, increases power
BlockingGroup similar subjects together — accounts for known nuisance variation
ControlBaseline group receiving no treatment or current standard — essential for comparison
BlindingSingle-blind (subject doesn't know group) or double-blind (neither subject nor experimenter)
BalanceEqual (or proportional) sample sizes across groups — maximizes power

Experimental Designs

DesignDescriptionProsCons
Completely RandomizedSubjects randomly assigned to treatmentsSimple, validLow precision with high variability
Randomized BlockSubjects blocked by covariate, then randomized within each blockControls known variationMust know blocking variable
Factorial (2^k)Test k factors each at 2 levels — all combinationsTests interactions efficientlyGrows exponentially with factors
Fractional FactorialSubset of full factorial — 2^(k-p) runsReduces runs for many factorsConfounds higher-order interactions
Latin SquareTwo blocking factors (row, column)Controls 2 nuisance variablesAssumes no interactions
CrossoverEach subject receives multiple treatments sequentiallyEach subject is own controlCarryover effects possible
Split-PlotHard-to-change factors at whole-plot level; easy-to-change at subplotPractical for industrial settingsComplex analysis

Power Analysis

ItemDescription
Statistical PowerProbability of detecting an effect IF it exists — aim for 80% minimum
Power depends onEffect size, sample size, significance level (alpha), and variability
Cohen's d (Effect Size)Standardized mean difference: (mu1 - mu2) / sigma
Effect Sizes: 0.2 = small, 0.5 = medium, 0.8 = largeBenchmarks — context matters; domain-specific standards vary
G*Power / statsmodelsSoftware for power analysis — calculate required n before experiment
Post-Hoc PowerGenerally discouraged — trust the confidence interval width instead

Sample Size Determination

ItemDescription
Required n per groupn = 2*(z_alpha + z_beta)^2 * sigma^2 / delta^2 for two-group comparison
Continuous outcome, two groupsLarger sigma = more subjects; larger delta to detect = fewer subjects
Attrition AdjustmentPlan for 10-20% dropout — inflate sample size accordingly
Pilot Study for EstimatesUse pilot data to estimate sigma and refine sample size calculations
Equivalence/Non-InferiorityDifferent formulas — proving no difference requires larger samples
Pro Tip: The three pillars of good experiments: Randomization (eliminates bias), Replication (estimates error), and Blocking (reduces variability). Without all three, your results are questionable.